Job Description
Fort Point Capital Partners LLC is a SEC-registered RIA servicing individuals, families, and institutional clients, with assets under management of approximately $1.9 billion.
We are a small team always looking to improve both the firm's and our individual performance. Our work environment is dynamic and fast-paced. The ideal candidate will have initiative, attention to detail, and an ability to reason/think versus “just process”.
Key responsibilities include:
- Manage and train a team of four Client Service professionals and collaborate with the Investment Operations team to ensure the needs of clients are met.
- Assist team in coordinating with multiple custodians and outside data providers.
- Review requests from Advisors in multiple locations, allocating team resources as needed.
- Oversee daily/monthly/quarterly/annual transactions and processes, ensuring accuracy and timeliness, and that regulatory requirements are met.
- Assist the Director of Operations in refining and implementing processes to effect all manner of projects and tasks around client onboarding, client maintenance, customer relationship management/workflows, and transaction reconciliation around new and existing investment activities.
- Work closely with the Reporting team to provide client data and transaction information in a timely fashion.
Qualifications:
- Bachelor’s degree
- 5+ years of RIA experience
- Deep understanding of custodial platforms (Schwab and Fidelity are a strong plus)
- Demonstrated success at managing high-functioning teams
- Exposure to and experience with performance reporting systems and customer relationship management/workflow software (Addepar and Salesforce are a plus)
- Experience with the processes involved in private fund investing (hedge funds, private equity, real estate)
Compensation & Benefits:
- Highly competitive compensation package
- Position may lead to an equity stake in the firm after three years of service
- Full individual healthcare and dental coverage
- 401(k) participation (after one year of service) including generous profit-sharing contributions equal to up to 5% of total compensation
- 15 days paid time off (days increase with tenure) and 10 paid holidays
- Gym membership stipend
- Commuter benefits
We will consider for employment all qualified applicants in compliance with all laws, including San Francisco’s Fair Chance Ordinance.
Job Tags
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